Whipplewood Advisors, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 2052510
LITTLETON, CO
Position in BTI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$25,506
-$61,380 QoQ
Shares Held
413
-72.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#770
of 903 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Whipplewood Advisors, LLC holds $79,758 across 3 Tobacco names. BTI ranks #2 (32.0% of the industry book) .
All Filings in BTI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,506 | 413 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $86,886 | 1,486 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,831 | 103 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $125,895 | 2,660 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $28,917 | 2,495 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $98,171 | 2,703 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||